Teresa
Greenip
Aspiriant, LLC
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About this Advisor
Teresa Greenip is a certified financial planner operating in San Francisco, California who has 2 years of industry experience. Greenip is an advisor for Aspiriant, LLC. Throughout their career, they have worked at Istar, Mosaic Financial Partners and Aspiriant. Greenip can advise clients in California. Aspiriant, LLC is a company that has its headquarters in Los Angeles, CA. It has offices in nine locations and a total of 197 financial advisors. It oversees $13 billion in total assets across its 10,745 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 10,745 accounts, 67% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on the type of financial services provided. However, fee types billed by Aspiriant, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspiriant, LLC Brokerage Details
$13,118,061,000
197
10,745
$1,220,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Teresa Greenip Work History
Teresa has been registered as a financial advisor for 2 years.*
Aspiriant
Aspiriant
Mosaic Financial Partners
Istar
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Teresa Greenip to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspiriant, LLC
Mountain View, CA
Los Angeles, CA
San Diego, CA
Los Angeles, CA
Waukesha, WI
Los Angeles, CA
Cincinnati, OH
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
